CAPTRUST Financial Advisors
DATA

CAPTRUST Financial Advisors’s Tableau Software, Inc. DATA Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-75
Closed -$12K – 2078
2019
Q2 		$12K Sell
75
-25
-25% -$3.29K ﹤0.01% 1460
2019
Q1 		$13K Hold
100
– – ﹤0.01% 1325
2018
Q4 		$12K Hold
100
– – ﹤0.01% 1188
2018
Q3 		$11K Hold
100
– – ﹤0.01% 1224
2018
Q2 		$10K Hold
100
– – ﹤0.01% 1184
2018
Q1 		$8K Buy
+100
New +$7.92K ﹤0.01% 1096

Other funds holding DATA

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

CAPTRUST Financial Advisors's DATA Position: Q3 2019 in Review

CAPTRUST Financial Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 75 shares — an estimated $12K sold.

CAPTRUST Financial Advisors first reported a position in DATA in Q1 2018 and held it in 6 quarters. The position peaked at $13K in Q1 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • CAPTRUST Financial Advisors reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 75 Tableau Software, Inc. shares in Q3 2019, an estimated $12K.
  • CAPTRUST Financial Advisors first reported a position in Tableau Software, Inc. in Q1 2018 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Tableau Software, Inc. position peaked at $13K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.